EWA
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EP Wealth Advisors’s CrowdStrike CRWD Stock Holding History

EP Wealth Advisors’s Portfolio CRWD Stock Details CRWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.1M Buy
79,012
+12,288
+18% +$1.75M 0.06% 216
2026
Q1 		$6.51M Buy
66,724
+5,752
+9% +$610K 0.03% 267
2025
Q4 		$7.15M Buy
+60,972
New +$7.76M 0.04% 234
2025
Q2 		$7.56M Buy
59,388
+2,940
+5% +$319K 0.05% 211
2025
Q1 		$4.98M Sell
56,448
-192
-0.3% -$18.3K 0.04% 222
2024
Q4 		$4.85M Buy
56,640
+4,856
+9% +$404K 0.04% 223
2024
Q3 		$3.63M Sell
51,784
-16,940
-25% -$1.2M 0.03% 258
2024
Q2 		$6.58M Buy
68,724
+48,552
+241% +$4.04M 0.07% 155
2024
Q1 		$1.62M Buy
20,172
+7,272
+56% +$557K 0.02% 297
2023
Q4 		$823K Buy
12,900
+4,052
+46% +$212K 0.01% 401
2023
Q3 		$370K Sell
8,848
-162,408
-95% -$6.31M 0.01% 514
2023
Q2 		$439K Buy
171,256
+88,640
+107% +$3.09M 0.01% 494
2023
Q1 		$4.13M Buy
82,616
+71,424
+638% +$2.07M 0.07% 153
2022
Q4 		$295K Buy
+11,192
New +$383K 0.01% 471
2022
Q3 		– Sell
-9,948
Closed -$419K – 392
2022
Q2 		$419K Buy
9,948
+352
+4% +$15.9K 0.01% 411
2022
Q1 		$545K Buy
9,596
+800
+9% +$37.3K 0.01% 365
2021
Q4 		$450K Sell
8,796
-2,696
-23% -$164K 0.01% 374
2021
Q3 		$706K Buy
11,492
+560
+5% +$36.1K 0.02% 281
2021
Q2 		$687K Buy
10,932
+160
+1% +$8.61K 0.02% 286
2021
Q1 		$491K Buy
10,772
+6,772
+169% +$358K 0.02% 322
2020
Q4 		$212K Buy
+4,000
New +$156K 0.01% 401

Other funds holding CRWD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

EP Wealth Advisors's CRWD Position: Q2 2026 in Review

EP Wealth Advisors increased its CrowdStrike (CRWD) stake by 18% in Q2 2026, buying an estimated $1.75M and bringing the position to 79,012 shares worth $15.1M. The position accounts for 0.06% of the portfolio, ranked #216.

EP Wealth Advisors first reported a position in CRWD in Q4 2020 and has held it in 21 quarters since. 2,454 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • EP Wealth Advisors held 79,012 shares of CrowdStrike worth $15.1M as of Q2 2026.
  • EP Wealth Advisors bought 12,288 CrowdStrike shares in Q2 2026, an estimated $1.75M.
  • CrowdStrike made up 0.06% of EP Wealth Advisors's portfolio in Q2 2026, its #216 holding.
  • EP Wealth Advisors first reported a position in CrowdStrike in Q4 2020 and has held it in 21 quarters since.
  • 2,454 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.